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DAPM - Dynamic Assets & Performance Monitoring SA

Category
Digital Assets & Currencies

Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.

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addepar

Addepar

Category
Consolidated Reporting

A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people. The solution is designed to assist in achieving multi-generational family objectives by facilitating informed decisions through actionable insights and tailored reporting.

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Company
Employees

  • 100-500

Founded

  • 2002

Locations

  • Geneva,
  • Miami,
  • Singapore,
  • Lisbon,
  • London

Top 5 Markets

  • Singapore,
  • Switzerland,
  • United Arab Emirates,
  • United Kingdom,
  • United States of America

Total AUM

  • $ 200B

Ownership

  • Owned by management


  • 800+


-


  • 2009


  • Owned by management
  • External investors
  • Key staff have ownership


  • United States of America


  • New York
  • Salt Lake City
  • Mountain View
  • Edinburgh
  • London


  • United States of America
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom


  • $4 trillion


-

Client
Focus

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Pensions,
  • Endowments,
  • Foundations


  • Single-family offices


  • Multi-family offices
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks


  • 800+

Product
Main Tasks

  • Consolidated Reporting,
  • Data Aggregation,
  • Digital Assets & Currencies,
  • Governance,
  • Impact & ESG,
  • Portfolio & Cost Analysis,
  • Real Estate,
  • Risk Management

Top features

  • Ability to Whitelabel,
  • Custom Development Service,
  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Mobile App,
  • Other Services,
  • Proven Agility,
  • Transparency

Assets supported

  • Alternatives,
  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrencies,
  • Developed Markets,
  • Developing Markets,
  • Digital Assets & Crypto Assets,
  • Commodities,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Infrastructure,
  • Insurance,
  • Lifestyle Assets & Rare Collectibles,
  • Music Royalty,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • Real Estate,
  • REITS,
  • Residential,
  • Venture Capital,
  • Warehousing & Industrial

Whitelabel

  • Yes


  • Data aggregation
  • Portfolio management, forecasting & optimisation
  • Consolidated reporting
  • Ownership look-through
  • Trading & rebalancing


  • Data aggregation & management
  • Portfolio analysis
  • Consolidated and bespoke reporting
  • Governance
  • Client portal
  • Multi-custodial feeds
  • Look-through for complex nested ownership structures
  • Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewelry)
  • Cryptocurrency


  • FinSA/FinIA


  • Yes

Technology
Type Of Software

  • SAAS,
  • Serviced software

Integrations

  • Single sign-on

Mobile App

  • Yes


  • SaaS


  • Hosted on AWS
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2 Type 2 Certification


  • Java


  • CRM: Salesforce, Practifi, Salentica
  • Trading & rebalancing: RedBlack, Blaze
  • ALTs data management: PCR, Canoe, Strata
  • Financial planning: eMoney, MoneyGuide Pro, Libretto
  • Risk management: RCI, Hidden Levers, Jacobi
  • General ledger: QuickBooks, Sage
  • Custodial portals: Fidelity, Schwab, Pershing
  • UMA/SMA: Adhesion
  • Custom integrations: Addepar API Toolkit


  • Yes (iOS)